Articles & Resources
Embark on a financial adventure with Craig Cody & Company's educational blog articles! It's more than just tax talk; it's a journey of discovery for agency owners eager to transform their financial strategies.
From boosting tax confidence to revealing the superpowers of a proactive CPA, our articles guide you through the financial wilderness, turning complex numbers into steps toward your business success.
Unlock the Secrets of Savvy Tax Strategies!
How Agency Owners Can Benefit From Hiring Remote Workers, with Noel Andrews
Noel loves connecting people. Professionally, he runs JobRack.eu, where he helps businesses hire remote team members from Eastern Europe and South Africa. Personally, he loves doing weird and wonderful things to provoke great conversations.
The hiring market right now … Read more
Why Agencies Need a TPA to Help Set Up Retirement Plans, with Serena Morse
Serena Morse, CPC, QPA, QKC, QKA, is Co-Owner and CEO of Carpenter Morse Group, a non producing third-party administrator that has provided administrative compliance services for qualified retirement plans nationally for over 45 years. Serena has been a … Read more
How HubSpot Makes Agency Owners’ Lives Easier, with George B. Thomas
George is the “Chief HubSpot Helper” owner at George B. Thomas, LLC. George helps companies streamline and grow by using the right HubSpot CRM, marketing, sales, service, operations, and CMS tools. George has more than 30 years of sales … Read more
Tax Credits That Double as Profit Retention Tools, with Bill Black
Bill Black has been in the pension administration business for over 40 years and helps clients work toward their retirement objectives. He works with both individual and small business owners in the areas of benefits, retirement planning, and business planning. … Read more
Why Thought Leadership and Client Loyalty Matter, with Susan Baier
Susan Baier is the Founder of Audience Audit Inc., which helps marketing agencies and thought leaders build ROI and reputation with research. She has been a marketing strategist for nearly 40 years. In her spare time (ha ha) she goes … Read more
How Financial Literacy Saves Thousands for Agency Owners, with Stephen Woessner
For over 25 years, Stephen Woessner has been in the trenches of agency new business strategy working alongside agencies and consultants — teaching them how to build their authority within the markets they serve, grow their audience, and fill their … Read more
Growing Your Existing Clients for Sustained Growth, with Drew McLellan
For 30+ years, Drew McLellan has been in the advertising industry. He started his career at Y&R, worked in boutique-sized agencies, and then started his own (which he still owns and runs) agency in 1995. Additionally, Drew owns and leads … Read more
Breaking Down the Corporate Transparency Act, with Craig Cody
Craig S. Cody is a Certified Public Accountant, Certified Tax Coach, bestselling author, and business owner with over 22 years of experience helping agencies keep more of what they make. Craig is also the host of The Progressive Agency Podcast. … Read more
Top 5 Actions to Keep More Money in Your Pocket, with Craig Cody
Craig S. Cody is a Certified Public Accountant, Certified Tax Coach, bestselling author, and business owner with over 22 years of experience helping agencies keep more of what they make. Craig is also the host of The Progressive Agency Podcast. … Read more
Turning Intellectual Capital into Revenue, with Sharon Toerek
Sharon Toerek, Principal of Toerek Law, focuses her law practice on helping professionals in the advertising, marketing, and creative industries monetize their intellectual capital and manage the legal risks of their work. She joins me on the Progressive Agency podcast … Read more
